CP

Coho Partners Portfolio holdings

AUM $779M
1-Year Est. Return 4.46%
This Quarter Est. Return
1 Year Est. Return
+4.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$33M
2 +$32.6M
3 +$3.51M
4
UNH icon
UnitedHealth
UNH
+$1.64M
5
AMGN icon
Amgen
AMGN
+$1.64M

Top Sells

1 +$71.8M
2 +$1.55M
3 +$1.5M
4
KMI icon
Kinder Morgan
KMI
+$603K
5
SYY icon
Sysco
SYY
+$83.5K

Sector Composition

1 Healthcare 32.97%
2 Consumer Staples 19.12%
3 Financials 12.34%
4 Industrials 12.1%
5 Technology 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$334K 0.01%
2,313
52
$288K 0.01%
4,756
53
$259K 0.01%
2,905
54
$257K 0.01%
9,784
-280
55
$242K 0.01%
2,500
56
$26K ﹤0.01%
1,110
57
-21,771
58
-3,323,544